Blog: Estate Planning, Probate, Business Planning and Real Estate Law

Tyler and Mineola, Texas Estate Planning Attorney

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Category: Estate Planning

Estate planning services refer to the process of managing and distributing one's assets and properties after their death, in a way that ensures the smooth transfer of wealth to the intended beneficiaries while minimizing taxes and other expenses. Estate planning services may include drafting legal documents such as wills, trusts, and powers of attorney, as well as providing guidance and advice on strategies for asset protection and wealth transfer. These services may be provided by lawyers, financial advisors, or other professionals with expertise in estate planning. Effective estate planning can help individuals achieve their long-term financial goals and provide peace of mind for themselves and their loved ones.

A business man reading online about new business reporting requirements for the Corporate Transparency Act

Corporate Transparency Act: New Business Reporting Requirements in 2024

Posted on: February 1, 2024 | By: Bradley Campbell
Many Texas businesses will have new reporting requirements as of January 1, 2024 related to the federal Corporate Transparency Act (CTA). Learn about what the reporting entails and how to ensure your business remains compliant with the law.
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A couple learning why it's important to make and check Beneficiary Designations in Texas

Designating Your Beneficiary

Posted on: January 24, 2024 | By: Bradley Campbell
Designating a beneficiary ensures that your assets are distributed according to your wishes. It provides clarity and can prevent legal disputes among family members or other potential heirs.
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Texas Blended Families

Estate Planning Tips for Texas Blended Families to Protect New Goals and Loved Ones

Posted on: January 10, 2024 | By: Bradley Campbell
Learn about how the interplay of different relationships and financial histories in Texas blended families requires a unique approach to estate planning.
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Family Business Succession Planning in Texas

Seamless Family Business Succession in Texas: Innovative Strategies for Passing the Torch

Posted on: January 4, 2024 | By: Bradley Campbell
Succession planning is essential for family businesses to ensure business continuity and to prepare the next generation for leadership roles. It involves identifying potential successors and equipping them with the necessary skills and knowledge.
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A large family learning about protecting generational wealth

Strategies to Build and Protect Generational Wealth

Posted on: December 27, 2023 | By: Bradley Campbell
Discover effective strategies for building and protecting generational wealth. Secure your family's financial future for future generations.
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A couple who are reviewing and updating their will

Reasons to Review Your Will: Ensuring That Your Estate Plan Reflects Your Current Wishes

Posted on: December 12, 2023 | By: Bradley Campbell
Regularly reviewing your will and estate planning documents is crucial to ensure they reflect your wishes. Find out 7 reasons why an update may be necessary.
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Young couple getting engaged who need to learn how a Prenuptial Agreement Works in Texas

How Are Prenuptial Agreements Used in Texas?

Posted on: December 7, 2023 | By: Bradley Campbell
Explore the essentials of prenuptial agreements in Texas with our comprehensive guide. Understand how prenups work in a community property state, their impact on assets, debts, and more. Prenups are ideal for couples planning to marry or seeking financial clarity and protection.
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A couple learning about health care directives and durable power of attorney

Durable Power of Attorney and Health Care Directives

Posted on: November 21, 2023 | By: Bradley Campbell
A durable power of attorney is a legal document that allows you to appoint someone to make decisions on your behalf should you become incapacitated.
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Charitable bequests

Maximizing Your Legacy: Strategic Ways to Include Charities in Your Estate Plan

Posted on: November 15, 2023 | By: Bradley Campbell
Charitable bequests are a great way to make a lasting impact on your local community for your favorite national charity long after you're gone.
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Older couple discussing how to disinherit a family member

Can You Successfully Disinherit a Family Member?

Posted on: November 4, 2023 | By: Bradley Campbell
If you want to exclude someone from the will, is it best to leave them a dollar so they can’t challenge being excluded? Can you put in a provision that if they challenge the will, they lose everything?
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228 West Broad Street,
Mineola, Texas 75773

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Tyler, Texas 75701

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